CreativeOne Wealth, LLC's ownership history for XLE

CreativeOne Wealth, LLC currently holds 50.7K shares with a market value of $4.5M. It started holding XLE on 2024-09-30. At its peak, it held 112.5K shares on 2024-12-31. Its highest holding value was $9.6M on 2024-12-31. At its lowest, it held 39.5K shares on 2025-06-30, with a value of $3.3M on 2025-06-30. In the recent 180 days, CreativeOne Wealth, LLC has increased its shares by 3.3K. In the recent year, CreativeOne Wealth, LLC has decreased its shares by 23.7K.